Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology stacks and strategies for improving client experiences and operational efficiencies in their practices. Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ Collins SBA Website: https://www.collinssba.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240301 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on social media platforms to build trust with potential clients and generate a high volume of inquiries. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial Website: http://www.firstfinancial.com.au/ Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240229 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by world leading behavioural economists. Peita and the guys also talk about research – the Capital Preferences research team has released several fascinating studies on equitable advice, sustainable investing and retirement income preferences of Australian investors. To access Capital Preferences research, check out their risk profiler and get your first month free, click here: https://hubs.la/Q02lRQmC0 Capital Preferences Website: https://capitalpreferences.com.au/ Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/ Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/ Curiosity Corner (Snappy Kraken): https://snappykraken.com/state-of-digital?utm_source=website&utm_medium=homep

Tim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, including methods of valuing businesses, financing acquisitions, and cultural fit considerations in mergers and acquisitions. Tim Lane LinkedIn: https://www.linkedin.com/in/tim-lane-3513719/ FinConnect Advisory Group Website: https://www.finconnectadvisorygroup.com.au/ Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20230222 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the cloud-based research software that aims to help advisors to research and select investment platforms and products that best match their clients' needs, values, and preferences. Suitability Hub Website: https://www.suitabilityhub.com/  Recep Peker LinkedIn: https://www.linkedin.com/in/recep-peker/  Curiosity Corner (Gummy Search): https://gummysearch.com/product/       Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  Send Peita a message here: https://www.speakpipe.com/PeitaD A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240216 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. She and James explore how she started her solo practice and using Tiktok for lead generation. Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/ Stellar Wealth Website: https://stellarwealth.com.au/ For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240215 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox and Hare Wealth, Jamie Ardern from Kofkin Bond & Co, and Nigel Baker from Arch Capital and Scientiam. They talk about researching and implementing new technology solutions into a practice to streamline processes and enhance the client experience. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Fox and Hare Website: https://foxandharewealth.com/ Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/ Kofkin Bond Website: https://www.kofkinbond.com.au/ Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Arch Capital Website: https://www.archcapital.com.au/ Scientiam Website: https://scientiam.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Complete advice: financial plan

In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and Scientiam, and Jamie Ardern from Kofkin Bond & Co. They discuss the benefits of introducing tech solutions into your business, along with the potential dangers of over relying on new software and not doing enough research. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Arch Capital Website: https://www.archcapital.com.au/ Scientiam Website: https://scientiam.com.au/ Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/ Kofkin Bond Website: https://www.kofkinbond.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Complete advice: financial planning software and investment platform all in one place https://ensombl.c

In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go over the process of selecting new technology for your practice, from the importance of defining needs, evaluating options thoroughly, involving your team, to prioritising functionality over aesthetics. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Arch Capital Website: https://www.archcapital.com.au/ Scientiam Website: https://scientiam.com.au/ Fox and Hare Website: https://foxandharewealth.com/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ens

In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, including the challenges around data migration, change management, involving clients, and ongoing support. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Fox and Hare Website: https://foxandharewealth.com/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series with a conversation on how advice practices can optimise the ongoing utilisation and value extraction of advicetech solutions through continuous upgrades, staff training, process evolution, and data-driven decision making. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/ Kofkin Bond Website: https://www.kofkinbond.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https

In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston from Orbis Investments, and Morningstar’s Ryan Murphy. Our experts discuss the behavioural theories underpinning contrarian investing and its performance characteristics during different market cycles. The processes used by contrarian investors to find value, and the importance of style diversification in portfolios, is also explored. Ryan Murphy LinkedIn: https://www.linkedin.com/in/ryan-murphy-77245b2/ Orbis Investment LinkedIn: https://www.linkedin.com/company/orbis-investment-advisory/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240212 Learn how investing differently can transform your clients' long-term wealth. https://ensombl.com/go/2-20240212 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Discl

In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan Bowman, Partner at Cameron Harrison. They take a look at Netwealth's "Humans and Machines" Report and discuss their insights on how financial advisors are leveraging AI to streamline business operations, enhance the client experience, and empower their teams while maintaining the important human element of financial advice. Netwealth's AdviceTech Page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/            Tristan Bowman LinkedIn:  https://www.linkedin.com/in/tristan-bowman-085a3064/ James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/              Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/    Leave a voice message for Peita: https://www.speakpipe.com/PeitaD A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240209 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://ww

Coral is the Founder and Director of See Me Aged Care Navigators. She and James talk about how advisors can work together with aged care navigators to help clients better navigate Australia's complex aged care system and access support programs that can keep older loved-ones independent at home for longer. Coral Wilkinson LinkedIn: https://www.linkedin.com/in/coral-see-me-aged-care-navigators/ See Me Aged Care Navigators Website: https://www.seemeacn.com.au/ For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240208 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In today's episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the support platform, its various features, and how it can be used to help in connecting with advisors, paraplanners and admin assistants. Tanngo Website: https://tanngo.com.au Melanie Drago LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a6b/ Curiosity Corner (Taskheat): https://eyen.fr/taskheat/   Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  Send Peita a message here: https://www.speakpipe.com/PeitaD  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240202 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Ash is the Senior Financial Advisor at True Wealth. He and James discuss his career journey from various roles in the financial advice industry to his current role, where he helps clients with superannuation, insurance, and investments while working remotely from home. Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/ True Wealth Website: https://www.truewealth.com.au/ For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240201 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss using your investment philosophy to provide clients with confidence, along with looking at the post implementation relationship and what advisors can do to strengthen this. Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/ Capital Partners Website: https://capital-partners.com.au/ David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/ Merchant Website: https://www.merchantim.com/ Global Adviser Alpha Website: https://www.globaladviseralpha.com/ SPIVA: https://www.spglobal.com/spdji/en/research-insights/spiva/ DALBAR: https://www.dalbar.com/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/ To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google

In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at Dimensional Fund Advisors. They discuss how advisors can best communicate with clients, taking into account the current market conditions and their long term goals. David Swanwick LinkedIn: https://www.linkedin.com/in/davidswanwick/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/ To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with market turmoil, and the ways advisors can guide clients through this. Kelsey Dent LinkedIn: https://www.linkedin.com/in/kelsey-dent-b241a5182/ Teneale Laister LinkedIn: https://www.linkedin.com/in/teneale-laister-4a3a3850/ Alman Partners Website: https://www.alman.com.au/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/ To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors. They discuss improving client relationships through security, peace of mind, and understanding their personal situation. Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/ To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/